Civic Intelligence

William a Walker Memorial Trust 404017270

990 • Fiscal year 2019 • EIN 16-6236058

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 28, 2020

114 W 47th St Ny8-114-07-07New York, NY 10036-1510

(212) 852-3049

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • NTEE A80 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • NTEE A80 • <$500k nonprofits • Source year 2019

Net Margin

70th percentile

32%

Higher net margin than 70% of similar nonprofits.

2019 filings • NTEE A80 • <$500k nonprofits • Source year 2019

Top Officer Pay

89th percentile

$2,721

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

2019 filings • NTEE A80 • <$500k nonprofits • Source year 2019

Asset Growth

41st percentile

-0.5%

Faster asset growth than 41% of similar nonprofits.

2019 filings • NTEE A80 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

-0.7%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • NTEE A80 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$455,253

Down $2,150 (-0.5%) from 2018

Net Assets

Down

$455,253

Down $2,150 (-0.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$21,333

Down $159 (-0.7%) from 2018

Expenses

Up

$14,425

Up $1,454 (+11%) from 2018

Net Income

Down

$6,908

Down $1,613 (-19%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $385,409Liabilities 2010: $0Net Assets 2010: $385,4092010Assets 2011: $383,789Liabilities 2011: $0Net Assets 2011: $383,7892011Assets 2012: $370,559Liabilities 2012: $0Net Assets 2012: $370,5592012Assets 2013: $375,072Liabilities 2013: $0Net Assets 2013: $375,0722013Assets 2014: $385,519Liabilities 2014: $0Net Assets 2014: $385,5192014Assets 2015: $417,130Liabilities 2015: $0Net Assets 2015: $417,1302015Assets 2016: $432,829Liabilities 2016: $0Net Assets 2016: $432,8292016Assets 2017: $440,119Liabilities 2017: $0Net Assets 2017: $440,1192017Assets 2018: $457,403Liabilities 2018: $0Net Assets 2018: $457,4032018Assets 2019: $455,253Liabilities 2019: $0Net Assets 2019: $455,2532019Assets 2020: $458,852Liabilities 2020: $0Net Assets 2020: $458,8522020Assets 2021: $463,227Liabilities 2021: $0Net Assets 2021: $463,2272021Assets 2022: $499,292Liabilities 2022: $0Net Assets 2022: $499,2922022Assets 2023: $501,578Liabilities 2023: $0Net Assets 2023: $501,5782023Assets 2024: $557,590Liabilities 2024: $0Net Assets 2024: $557,5902024

Highlighted filing

2019

Assets$455,253
Liabilities$0
Net Assets$455,253

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KExpenses 2010: $12,7402010Expenses 2011: $12,9972011Revenue 2012: $18,999Expenses 2012: $31,301Net Income 2012: -$12,3022012Revenue 2013: $19,257Expenses 2013: $14,744Net Income 2013: $4,5132013Revenue 2014: $24,420Expenses 2014: $13,973Net Income 2014: $10,4472014Revenue 2015: $23,750Expenses 2015: $12,522Net Income 2015: $11,2282015Revenue 2016: $53,281Expenses 2016: $11,572Net Income 2016: $41,7092016Revenue 2017: $11,977Expenses 2017: $11,142Net Income 2017: $8352017Revenue 2018: $21,492Expenses 2018: $12,971Net Income 2018: $8,5212018Revenue 2019: $21,333Expenses 2019: $14,425Net Income 2019: $6,9082019Revenue 2020: $16,446Expenses 2020: $12,871Net Income 2020: $3,5752020Revenue 2021: $15,873Expenses 2021: $11,168Net Income 2021: $4,7052021Revenue 2022: $49,710Expenses 2022: $13,576Net Income 2022: $36,1342022Revenue 2023: $19,193Expenses 2023: $16,290Net Income 2023: $2,9032023Revenue 2024: $75,153Expenses 2024: $17,674Net Income 2024: $57,4792024

Highlighted filing

2019

Revenue$21,333
Expenses$14,425
Net Income$6,908
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 28, 2020
Return Version
2019v5.0
Gross Receipts
$21,333
Mission and Program Overview

Mission

To provide support for the geneva historical society walker collection

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$457,403$455,253▼ $2,150
Investments in Publicly Traded Securities$448,286$439,131▼ $9,155
Savings and Temporary Cash Investments$8,131$15,404▲ $7,273
Cash and Non-Interest-Bearing Accounts$986$718▼ $268
Total Assets$457,403$455,253▼ $2,150
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$457,403$455,253▼ $2,150
Total Liabilities and Net Assets / Fund Balance$457,403$455,253▼ $2,150
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$2,721$2,721
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$21,333
Other Revenue
$0
Change in Net Assets
$6,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,404
Salaries, Compensation, and Employee Benefits$2,721
Other Expenses$300
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,404--$11,404
Current Officers, Directors, Trustees, and Key Employees-$2,721-$2,721
Other Expenses-$200-$200
Total Functional Expenses$11,404$3,021$0$14,425
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Geneva Historical SocietyGeneva, NY--$11,404
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

The audit committee of the supported organization reviews drafts of the form 990. Once completed, the form 990 will be made available electronically to the entire board

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

Governance is handled by the supported organization the conflict of interest policy is administered and implemented by the supported organization's audit committee. Each trustee and full time employee is required to anually submit a conflict of interest disclosure form. The executive director and president jointly monitor proposed business transactions which may have the potential for comflicts of interest and the chair of the audit committee of the supported organization is notified if a pontential conflict is found. Any trustee or full time employee who believes he or she may have a pontential conflict must immediately contact the chair of the audit committee of the supporteed organization. The chair of the audit

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

Committee of the supported organization determines whether a conflict of interest exists. When a proposed transaction involves a conflict, the conflicted trustee/employee is advised and is required to submit an updated disclosure form. A trustee who has a conflict of interest does not participate in board of committee considerations or determinations on the matter

FORM 990, PAGE 6, PART VI, LINE 15A

The executive committee of the supported organization reviews executive director performance and recommends compensation to the finance committee the supported organization. The finance committee of the supported organization incorporates the recommended compensation into the budget and forwards the budget to the full board. The board of the supported organization has final approval of all compensation. The organization has no other key employees

Form 990, Page 6, Part VI, Line 19

Governing documents, financial statements and other information are made available upon request

Filing and Contact Details

Filer

Filer Name
Wm a Walker Memorial Trust
EIN
16-6236058
Phone
2128523049
Address
114 W 47TH ST NY8-114-07-07, NEW YORK, NY 10036-1510

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
2128523049
Signed
2020-04-28
Discuss with paid preparer
Yes

Organization Details

Formed
1980
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Cost basis adjustment: ($9,058)

Raw XML Appendix331 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0448286
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/OtherWebsiteInd0X
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IRS990/RelatedEntityInd0true
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. TRUST ADMINISTRATORS FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT INDIVIDUAL TRUSTOR INTENT. DUTIES INCLUDED ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS AND MAKING NECESSARY INCOME DISTRIBUTIONS FROM EACH TRUST.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AUDIT COMMITTEE OF THE SUPPORTED ORGANIZATION REVIEWS DRAFTS OF THE FORM 990. ONCE COMPLETED, THE FORM 990 WILL BE MADE AVAILABLE ELECTRONICALLY TO THE ENTIRE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNANCE IS HANDLED BY THE SUPPORTED ORGANIZATION THE CONFLICT OF INTEREST POLICY IS ADMINISTERED AND IMPLEMENTED BY THE SUPPORTED ORGANIZATION'S AUDIT COMMITTEE. EACH TRUSTEE AND FULL TIME EMPLOYEE IS REQUIRED TO ANUALLY SUBMIT A CONFLICT OF INTEREST DISCLOSURE FORM. THE EXECUTIVE DIRECTOR AND PRESIDENT JOINTLY MONITOR PROPOSED BUSINESS TRANSACTIONS WHICH MAY HAVE THE POTENTIAL FOR COMFLICTS OF INTEREST AND THE CHAIR OF THE AUDIT COMMITTEE OF THE SUPPORTED ORGANIZATION IS NOTIFIED IF A PONTENTIAL CONFLICT IS FOUND. ANY TRUSTEE OR FULL TIME EMPLOYEE WHO BELIEVES HE OR SHE MAY HAVE A PONTENTIAL CONFLICT MUST IMMEDIATELY CONTACT THE CHAIR OF THE AUDIT COMMITTEE OF THE SUPPORTEED ORGANIZATION. THE CHAIR OF THE AUDIT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMITTEE OF THE SUPPORTED ORGANIZATION DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS. WHEN A PROPOSED TRANSACTION INVOLVES A CONFLICT, THE CONFLICTED TRUSTEE/EMPLOYEE IS ADVISED AND IS REQUIRED TO SUBMIT AN UPDATED DISCLOSURE FORM. A TRUSTEE WHO HAS A CONFLICT OF INTEREST DOES NOT PARTICIPATE IN BOARD OF COMMITTEE CONSIDERATIONS OR DETERMINATIONS ON THE MATTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE COMMITTEE OF THE SUPPORTED ORGANIZATION REVIEWS EXECUTIVE DIRECTOR PERFORMANCE AND RECOMMENDS COMPENSATION TO THE FINANCE COMMITTEE THE SUPPORTED ORGANIZATION. THE FINANCE COMMITTEE OF THE SUPPORTED ORGANIZATION INCORPORATES THE RECOMMENDED COMPENSATION INTO THE BUDGET AND FORWARDS THE BUDGET TO THE FULL BOARD. THE BOARD OF THE SUPPORTED ORGANIZATION HAS FINAL APPROVAL OF ALL COMPENSATION. THE ORGANIZATION HAS NO OTHER KEY EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER INFORMATION ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COST BASIS ADJUSTMENT: ($9,058)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt011404
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0GENEVA HISTORICAL SOCIETY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0457403
IRS990/TotalAssetsEOYAmt0455253
IRS990/TotalAssetsGrp/BOYAmt0457403
IRS990/TotalAssetsGrp/EOYAmt0455253
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03021
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt011404
IRS990/TotalFunctionalExpensesGrp/TotalAmt014425
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0457403
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0455253
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt011404
IRS990/TotalReportableCompFromOrgAmt02721
IRS990/TotalRevenueGrp/ExclusionAmt021333
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021333
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0457403
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0455253
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0114 W 47TH ST NY8-114-07-07
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd0100361510
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02128523049
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WM A WALKER MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0166236058
ReturnHeader/Filer/PhoneNum02128523049
ReturnHeader/Filer/USAddress/AddressLine1Txt0114 W 47TH ST NY8-114-07-07
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0100361510
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02CE12BBFC19A084381F25BF724BA3E35AB3B63FC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A6CB97BA5047343C462852A28EE670BCA1456F4A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.42.100
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE MCGUIRE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-08T15:00:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.75$0.18$0.57
2023Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.19$0.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.50$0.14$0.36
2021Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.16$0.11$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.16$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.21$0.14$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.21$0.13$0.09
2017Summary only. Only limited summary data is available for this year.$4.40$0.00$4.40$0.12$0.11$0.01
2016Summary only. Only limited summary data is available for this year.$4.33$0.00$4.33$0.53$0.12$0.42
2015Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.24$0.13$0.11
2014Summary only. Only limited summary data is available for this year.$3.86$0.00$3.86$0.24$0.14$0.10
2013Summary only. Only limited summary data is available for this year.$3.75$0.00$3.75$0.19$0.15$0.05
2012Summary only. Only limited summary data is available for this year.$3.71$0.00$3.71$0.19$0.31$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.84$0.00$3.84$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.00$3.85$0.13